Performance Evaluation Resources

While managers should be giving staff feedback on their performance often, annual evaluations ensure that a more formal, summary conversation happens at least once a year. These conversations give managers and staff an opportunity to reflect on the what the staff member achieved compared to what was expected and how the staff member is performing overall. Below you’ll find a round-up of all our performance evaluation tools and advice:


Performance Evaluation Forms

Sample performance evaluation form: A template for an entire performance evaluation system, which you can customize for your organization, as well as a suggested process to conduct evaluations.

Sample performance evaluation form – shorter version: All the goodness of our performance evaluation, but streamlined.


Articles, FAQs, and Advice

Completed performance evaluation – Corrective Assessment: A sample evaluation for a struggling employee. It includes ratings, notes on those ratings, and extensive comments providing both positive and corrective feedback.

Completed performance evaluation – Strong Assessment: A sample performance evaluation for a high performer, which includes developmental feedback.

In Performance Evaluations, Don’t Confuse the “What” with the “How”: Too often, performance evaluations focus on how staff members do their work and how they feel about it – while failing to focus on what they are getting done.

How to Gather and Use Input from Others in Performance Evaluations: Getting input from others who work closely with your staff member can help you flesh out your understanding of her work. Here’s how to do it.

Frequently Asked Questions – and Answers – About Performance Evaluations: Have questions about performance evaluations? We’ve got answers.